FWG Investments, LLC.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1944877
LEXINGTON, KY
Position in AOA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$628,986
+$111,151 QoQ
Shares Held
7,108
+22.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $628,986 | 7,108 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $517,835 | 5,782 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $509,625 | 5,782 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||